Answered: Written data security plan for tax preparers Does anyone have a source for a sample plan for a single person office. Thanks

Terry53029 · ‎12-07-2019

itonewbie · ‎12-07-2019

Your E&O/cyber liability insurance provider probably has samples you could use.

Google is your friend, as they say:

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Still an AllStar

itonewbie · ‎12-07-2019

Your E&O/cyber liability insurance provider probably has samples you could use.

Google is your friend, as they say:

---------------------------------------------------------------------------------
Still an AllStar

abctax55 · ‎12-07-2019

snap....I was gonna' suggest E&O carrier. Ya beat me.

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

itonewbie · ‎12-07-2019

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Still an AllStar

sjrcpa · ‎12-07-2019

IRS released a checklist in the last wwek or so. That might be useful.

Ex-AllStar

abctax55 · ‎12-07-2019

There's no need to ask twice....if someone is willing to share, they will respond accordingly.

(I'm closing this duplicate thread) Changed my mind & closed the other duplicate thread....

"*******Tax software is no substitute for a professional tax preparer*******
( Generic Comment )"

Written data security plan for tax preparers Does anyone have a source for a sample plan for a single person office. Thanks